Premier Relationship Consultant

BOK Financial•Addison, TX

About The Position

The Premier Relationship Consultant (PRC) improves the delivery of financial planning products and services for an assigned group of banking centers. The role plans, designs, communicates, and executes training, coaching, business development, and skill-assessment activities across financial planning categories, including cash-flow management, investing, retirement planning, and protection against unexpected expenses and emergencies. The PRC supports the Investment Services team with training and business-development activities and serves as both a producer and an expert resource for BOK Financial Advisors and the branch delivery channel. The position is responsible for driving sales and revenue growth across assigned branches. It requires regular travel within the assigned market to provide in-person sales coaching, relationship-management support, and branch partnership. The consultant may also support other markets and the broker-dealer platform through onsite and remote engagement as business needs require. The team emphasizes collaboration and inclusion, using weekly meetings, group huddles, and one-to-one peer training to share expertise and solve problems. The position is based in an office environment.

Requirements

Bachelor’s degree and 1–2 years of experience in investments or financial planning, or 4–7 years of equivalent work experience.
Knowledge of the financial planning process.
Highly developed organizational skills.
Interpersonal skills and the ability to build relationships.

Responsibilities

Plan, design, communicate, and deliver training, coaching, business-development, and skill-assessment activities for an assigned group of banking centers.
Improve the delivery of financial planning products and services, including guidance on cash flow, investing, retirement, and protection from unexpected expenses and emergencies.
Support the Investment Services team with training needs and business-development activities.
Drive sales and revenue growth across assigned branches.
Travel within the assigned market to provide in-person sales coaching, relationship-management support, and branch partnership.
Periodically support other markets and the broker-dealer platform through onsite and remote engagement as business needs dictate.
Establish a training module and improve consumer branches’ consultative selling skills.
Make outbound follow-up calls to participants when necessary.
Provide customer service and problem-solving using knowledge of the financial planning process and organizational skills.
Update the Enterprise Referral system with timely feedback and referral dispositions.
Listen to participant calls with consumer branches and coach and train agents to identify referral opportunities.